Latest Institutional Transactions on Workiva Inc (WK)
This table provides information on the latest institutional transactions involving Workiva Inc (WK) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 16, 2022
Q1 2022
|
Pdt Partners, LLC
New York, NY |
SELL
|
- |
-41.5KClosed |
$3.89M - $5.32M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Donoghue Forlines LLC
|
SELL
|
- |
-2.85KClosed |
$267K - $366K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-4.68KClosed |
$438K - $599K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-130Closed |
$12.2K - $16.7K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Eam Investors, LLC
Solana Beach, CA |
SELL
|
- |
-9.61KClosed |
$900K - $1.23M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
SELL
|
- |
-4Closed |
$375 - $513
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-10.9KClosed |
$1.02M - $1.4M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Boulder Hill Capital Management LP
New York, NY |
SELL
|
- |
-6.1KClosed |
$571K - $782K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Blueshift Asset Management, LLC
Red Bank, NJ |
SELL
|
- |
-5.08KClosed |
$476K - $651K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-41Closed |
$3.84K - $5.25K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.82KClosed |
$170K - $233K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-12Closed |
$1.12K - $1.54K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
- |
-2.47KClosed |
$231K - $316K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-10Closed |
$936 - $1.28K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Profund Advisors LLC
|
SELL
|
- |
-1.89KClosed |
$177K - $242K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-18Closed |
$1.69K - $2.31K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Milestone Advisory Partners
|
SELL
|
- |
-2.2KClosed |
$206K - $282K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Fulcrum Asset Management LLP
London, X0 |
SELL
|
- |
-662Closed |
$62K - $84.8K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Duality Advisers, LP
Miami, FL |
SELL
|
- |
-3.22KClosed |
$301K - $412K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-15.2KClosed |
$1.42M - $1.94M
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-64Closed |
$5.99K - $8.2K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-4Closed |
$375 - $513
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
SELL
|
- |
-59Closed |
$5.52K - $7.56K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Banque Pictet & Cie Sa
|
BUY
|
- |
25KNew |
$2.34M - $3.2M
|
25K
$2.28M
|
|
|
May 02, 2022
Q1 2022
|
Macroview Investment Management LLC
|
SELL
|
- |
-124Closed |
$11.6K - $15.9K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
BUY
|
- |
31New |
$2.9K - $3.97K
|
31
$2.83K
|
|
|
Apr 29, 2022
Q1 2022
|
Hanseatic Management Services Inc
|
SELL
|
- |
-4.03KClosed |
$377K - $516K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-1.4KClosed |
$131K - $179K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-4Closed |
$375 - $513
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-22Closed |
$2.06K - $2.82K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-140Closed |
$13.1K - $17.9K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-205Closed |
$19.2K - $26.3K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Empowered Funds, LLC
|
SELL
|
- |
-13.1KClosed |
$1.23M - $1.68M
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-16- 5.37% |
$1.5K - $2.05K
|
282
$25.7K
|
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-5.11KClosed |
$479K - $655K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 18, 2022
Q4 2021
|
Castle Ark Alternatives, LLC
Chicago, IL |
SELL
|
- |
-18KClosed |
$2.27M - $2.89M
|
0
$0
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-10- 13.51% |
$1.26K - $1.61K
|
64
$5.84K
|
|
|
Feb 15, 2022
Q4 2021
|
Altshuler Shaham LTD
|
BUY
|
PUT |
790New |
$99.5K - $127K
|
790
$72.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Capula Management LTD
Grand Cayman, E9 |
SELL
|
- |
-1.6KClosed |
$202K - $258K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-1.79KClosed |
$226K - $288K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Amp Capital Investors LTD
Sydney Nsw, C3 |
SELL
|
- |
-4.8KClosed |
$605K - $772K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Nzs Capital, LLC
Denver, CO |
SELL
|
- |
-29KClosed |
$3.66M - $4.67M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Eam Global Investors LLC
Solana Beach, CA |
SELL
|
- |
-10.2KClosed |
$1.28M - $1.64M
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Alphasimplex Group, LLC
Boston, MA |
SELL
|
- |
-2.07KClosed |
$261K - $333K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Oak Associates LTD
Akron, OH |
SELL
|
- |
-6.73KClosed |
$847K - $1.08M
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Wolverine Asset Management LLC
|
SELL
|
- |
-2.29KClosed |
$289K - $369K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-603Closed |
$76K - $97K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-1.56KClosed |
$197K - $251K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
PUT |
55.4K+ 282.65% |
$6.98M - $8.91M
|
75K
$6.85M
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-6Closed |
$756 - $965
|
0
$0
|
|